About shipment templates and priorities [AX 2012]

This topic applies to features in the Inventory management module. It does not apply to features in the Warehouse management module.

A shipment template is a collection of default settings that are used when a new shipment is created. The more information that is specified on the shipment template, the easier it is to create a new shipment. You can create any number of shipment templates so that as little information as possible must be changed on the individual shipments.

The mandatory fields on a shipment template include the following:

Shipment template

Sequence ID

Site

Warehouse

Shipments can be created manually or automatically. Automatic creation of shipments is a setup option in the Shipment templates form. When an output order is created, the existing shipment templates are searched for a site and warehouse that match the output order. If a template is found, a new shipment is created, and the output order is added to it. If more than one template matches the output order, the Priority field value for the template is used to determine the template with the highest priority, where a value of 1 is the highest priority. That template is used to create the shipment.

If no template is found, you can create a shipment manually in the Shipments form, or you can add it to an existing shipment.